We combine decades of business experience with coaching expertise in guiding families to articulate and solidify their legacy.

Our advisors are skilled in family legacy, interpersonal dynamics, and conflict management.

 

Guide thru Transition

Navigate difficult transitions

Navigate difficult transitions

We work with a select group of client families who seek to preserve their family's values, as well as the value of their assets, for generations to come. Our client families face complex challenges because of their wealth, as well as distinct family dynamics.

Seasoned Crew

Trust experience

Trust experience

Lee Donaldson is the primary advisor for family transitions. He has guided clients through successful transitions. He is the author of 10 CORE Questions and co-author of Pushing Up the Sky. He is assisted by a team of senior advisors throughout the United States.

A Unique Process

Keep it in the family

Keep it in the family

Our unique process is not for every family with extraordinary wealth, but for families who desire to preserve their values for future generations. We guide our clients to define, establish, and cultivate an enduring legacy. This legacy is built on the individual nature and talents of each family member.